See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $3,624 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,325 | $71,666-40.9% | $117,854-64.1% | $69,631-39.2% |
| Participation rate | 73.6% | 77.5%-4.0pp | 79.7%-6.1pp | 70.7%+2.9pp |
| Annual return | 17.68% | 18.86%-1.2pp | 335.08%-317.4pp | 27571.02%-27553.3pp |
| Employer contribution / active EE | $1,978 | $1,889+4.7% | $3,786-47.8% | $2,032-2.7% |
| Participant deferral / active EE | $3,682 | $3,340+10.2% | $4,482-17.9% | $3,224+14.2% |
| Admin fee / account holder | $8 | $120-93.5% | $8,020-99.9% | $110-93.0% |